Useful Publications & Common Forms

Publications

• Foreign Tax Credit for Individuals - PUB 514
• Information on the US-Canada Income Tax Treaty - PUB 597
• Tax Guide for Individuals with Income from US Possessions - PUB 570
• Tax Guide for US Citizens and Resident Aliens Abroad - PUB 54
• Tax Highlights for US Citizens and Residents Going Abroad - PUB 593
• Tax Information for Visitors to the US - PUB 513
• US Government Civilian Employees Stationed Abroad - PUB 516
• US Tax Guide for Aliens - PUB 519
• US Tax Treaties - PUB 901
• Withholding of Tax on Nonresident Aliens and Foreign Corporations - PUB 515

Forms

• Form 56 - Notice Concerning Fiduciary Relationship
• Form 706 - U.S. Estate Tax Return
• Form 720 - Quarterly Federal Excise Tax Return
• Form 706-CE - Certificate of Payment of Foreign Death Tax with Claim for Credit Against U.S. Estate Tax
• Form 709 - United States Gift Tax Return
• Form 926 - Return by U.S. Transferor of Property to a Foreign Corporation
• Form 1040 - U.S. Individual Income Tax Return
• Form 1040-B - Schedule B - Part III - Information Regarding the Creation of and Transfer of Property to Foreign Trusts and Accounts
• Form 1040-C - U.S. Departing Alien Income Tax Return
• Form 2350 - Application for Extension of Time for Filing U.S. Income Tax Return for U.S. Citizens Abroad
• Form 1040-ES(NR) - U.S. Estimated Tax for Nonresident Alien Individual
• Form 1040-NR - U.S. Nonresident Alien Income Tax Return
• Form 1041 - U.S. Fiduciary Income Tax Return
• Form 1042 - Annual Withholding Tax Return for U.S. Source Income of Foreign Persons
• Form 1078 - Certificate of Alien Claiming Residence in the United States
• Form 1116 - Foreign Tax Credit for Individual, Fiduciary or Nonresident Alien
• Form 1118 - Foreign Tax Credit for Corporations
• Form 1120F - U.S. Income Tax Return of a Foreign Corporation
• Form 1120-FSC - U.S. Income Tax Return of a Foreign Sales Corporation
• Form 2063 - Departing Alien Income Tax Statement
• Form 3520 - Annual Return to Report Transactions With Foreign Trusts and Receipt of Certain Foreign Gifts  
• Form 3520-A - Annual Information Return of Foreign Trust With a U.S. Owner
• Form 4970 - Tax on Accumulation Distribution from Foreign Trust
• Form 3903-F - Foreign Moving Expense Deduction
• Form 4224 - Statement Claiming Exemption from Withholding on Income Effectively Connected with a U.S. Trade or Business
• Form 4789 - Currency Transaction Report (Updated as Form 104)
• Form 4790 - Report of International Transportation of Currency or Monetary Instruments (Updated as Form 105)
• Form 5471 - Report by Shareholders of a Foreign Corporation
• Form 5472 - Information Return of a 25% Foreign Owned U.S. Corporation or a Foreign Corporation Engaged in a U.S. Trade or Business
• Form 8233 - Exemption from Withholding on Compensation for Nonresident Alien Individual
• Form 8288 - U.S. Withholding Tax Return for Dispositions by Foreign Persons of U.S. Real Property
• Form 8279 - Election to be Treated as Foreign Sales Corporation
• Form 8621 - Return by Shareholder of a Passive Foreign Investment Company or a Qualified Electing Fund
• Form 8805 - Foreign Partner's Information Statement of Sec. 1446 Withholding Tax
• Form 8832 - Entity Classification Election
• Form 8833 - Disclosure of Treaty Based Return Position
• Form 8854 - Expatriation Information Statement
• Form 8865 - Return of U.S. Persons with Respect to Certain Foreign Partnerships
• Form W-8Ben - Certificate of Foreign Status of Beneficial Owner for U.S. Tax Withholding
• Form 9003 - Information Statement by Applicants for Permanent Residence in the U.S.
• Form SS-4 - Application for Federal Tax Identification Number
• Form TD F 90-22.1 - Report of Foreign Bank and Financial Accounts
• Form TD F 90.22.47 - Suspicious Activity Report
• Form W-8 - Certificate of Foreign Status
• Form W-8IMY - Certificate of Foreign Intermediary, Foreign Flow-Through Entity, or Certain US Branches for US Tax Withholding
• Form W-8ECI - Certificate of Foreign Peson's Claim that Income is Effectively Connected with the Conduct of a Trade or Business in the US

Meet Members of Our Group

Rob Whittall - Partner
Tony Bakale - Partner

Let's Get Together
Maybe you're thinking about switching service providers or maybe you have the need for a special project; e-mail us or give us a call at (800) 229-1099 to request more information on our services or to arrange a casual meeting to get to know one another and determine how we can help you reach your goals.